Ann Woodford, financial advisor Midland MI
93 score

Ann Woodford

CRD Number: 1861926
Current Firm: Wells Fargo Advisors, LLC

Ann Woodford (CRD# 1861926) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Midland, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Midland, MI May 2009 - Current 7
Wachovia Securities, LLC Midland, MI Jan 2008 - May 2009 1
A.g. Edwards Midland, MI Aug 2001 - Jan 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Ann M. Woodford
Phone Number: 314-875-3000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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